ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,319,795 | +109762.5% | 67,613 | +0.6% | 0.12% | +5.4% |
| Q4 2022 | $3,932 | -99.9% | 67,220 | -2.8% | 0.11% | -9.7% |
| Q3 2022 | $3,999,000 | -4.1% | 69,135 | 0.0% | 0.12% | +5.1% |
| Q2 2022 | $4,172,000 | -21.0% | 69,135 | 0.0% | 0.12% | -7.8% |
| Q1 2022 | $5,281,000 | -8.7% | 69,135 | 0.0% | 0.13% | -10.5% |
| Q4 2021 | $5,785,000 | +13.2% | 69,135 | 0.0% | 0.14% | +21.2% |
| Q3 2021 | $5,110,000 | +1.6% | 69,135 | 0.0% | 0.12% | +5.4% |
| Q2 2021 | $5,028,000 | +11.7% | 69,135 | 0.0% | 0.11% | +8.7% |
| Q1 2021 | $4,501,000 | -2.0% | 69,135 | -4.0% | 0.10% | +9.6% |
| Q4 2020 | $4,594,000 | +21.3% | 71,988 | +339.4% | 0.09% | +11.9% |
| Q3 2020 | $3,786,000 | +12.8% | 16,383 | +1.3% | 0.08% | +9.1% |
| Q2 2020 | $3,357,000 | +30.5% | 16,179 | +3.8% | 0.08% | +16.7% |
| Q1 2020 | $2,573,000 | +133.5% | 15,587 | +173.8% | 0.07% | +187.0% |
| Q4 2019 | $1,102,000 | +215.8% | 5,692 | +193.3% | 0.02% | +187.5% |
| Q3 2019 | $349,000 | +28.8% | 1,941 | +23.4% | 0.01% | +33.3% |
| Q1 2019 | $271,000 | – | 1,573 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |